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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,558 | $78,690-76.4% | $161,489-88.5% | $87,485-78.8% |
| Participation rate | 46.7% | 67.5%-20.8pp | 78.7%-32.0pp | 68.9%-22.3pp |
| Annual return | 7.71% | 32.74%-25.0pp | 89.72%-82.0pp | 26.06%-18.4pp |
| Employer contribution / active EE | $266 | $2,588-89.7% | $4,268-93.8% | $2,596-89.7% |
| Participant deferral / active EE | $1,019 | $3,311-69.2% | $5,630-81.9% | $4,274-76.2% |
| Admin fee / account holder | $9,069 | $6,724+34.9% | $16,006-43.3% | $7,775+16.6% |